Introducing budgetr

Derek Damron

September 13, 2016

What is budgetr?

 

A package for easy budgeting in R

 

  • Easy to understand
  • Easy to use

What is a budget?

 

What is a budget?

 

A collection of financial stuff
over a certain period of time.

Financial stuff

Defining items

 

 

create_item( name = "Paycheck"
           , amount = 1000
           , day = 5
           , recurring = TRUE
           )

What is a budget?

 

A collection of financial stuff
over a certain period of time.

A Collection

Defining schedules

 

 

create_schedule( paycheck
               , rent
               , internet
               , car
               , groceries
               )

What is a budget?

 

A collection of financial stuff
over a certain period of time.

Over time

Defining budgets

 

 

create_budget( schedule
             , start = as.Date("2016-09-13")
             , end = as.Date("2016-12-13")
             , initial = 1000
             )

Visualizing

 

## budget (budgetr)
##        date           name balance
##  2016-09-13 Initial Amount    1000
##  2016-09-15       Internet     900
##  2016-09-30            Car     800
##  2016-09-30      Groceries     700
##  2016-10-01       Paycheck    1700
##  2016-10-05           Rent    1200
##  2016-10-15       Internet    1100
##  2016-10-31            Car    1000
##  2016-10-31      Groceries     900
##  2016-11-01       Paycheck    1900
##  2016-11-05           Rent    1400
##  2016-11-15       Internet    1300
##  2016-11-30            Car    1200
##  2016-11-30      Groceries    1100
##  2016-12-01       Paycheck    2100
##  2016-12-05           Rent    1600

Visualizing

Quick start hints

 

  • get_items() for grabbing all of your items in the current environment
  • Save R scripts and/or objects to keep reusing in the future
  • update_* functions to quickly update your budget objects

Future work

 

  • Better visualizations (e.g. Shiny app)
  • More extendible items (e.g. “weekly” items)
  • Any ideas you have ☺

Finding out more

 

Questions?